Ridgeline Wealth Planning, LLC's ownership history for IVV

Ridgeline Wealth Planning, LLC currently holds 2.5K shares with a market value of $1.7M. It started holding IVV on 2024-12-31. At its peak, it held 2.9K shares on 2025-09-30. Its highest holding value was $2.0M on 2025-09-30. At its lowest, it held 1.3K shares on 2024-12-31, with a value of $769.1K on 2024-12-31. In the recent 180 days, Ridgeline Wealth Planning, LLC has decreased its shares by 401. In the recent year, Ridgeline Wealth Planning, LLC has increased its shares by 1.2K.